Envest Asset Management, LLC
Ridgefield, Connecticut
Envest Asset Management, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 67 individual clients, 13 of them high net worth.
- Its average account is about $342,000 (assets it manages divided by its 134 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Ridgefield, Connecticut |
|---|---|
| Website | envestam.com |
| [email protected] | |
| Phone | (516) 521-7898 |
Questions about Envest Asset Management, LLC
How is Envest Asset Management, LLC paid?
Envest Asset Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Envest Asset Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Envest Asset Management, LLC, and 1 hold the CFP.
What is the average account at Envest Asset Management, LLC?
Envest Asset Management, LLC's average account is about $342,000. That's the assets on its Form ADV divided by its 134 accounts.
What does Envest Asset Management, LLC specialize in?
Envest Asset Management, LLC's advisors and website list sustainable & impact investing, tax planning, estate & legacy planning and small business owners.
Envest Asset Management, LLC fees
Envest Asset Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 54 |
| High-net-worth clients | 13 |
| Accounts managed | 134 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 293134 |